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iA Global Asset Management’s Williams-Sonoma WSM Stock Holding History

iA Global Asset Management’s Portfolio WSM Stock Details WSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-9,151
Closed -$1.5M – 468
2025
Q2 		$1.5M Buy
9,151
+4,136
+82% +$649K 0.02% 255
2025
Q1 		$793K Buy
+5,015
New +$969K 0.01% 315
2024
Q4 		– Sell
-5,527
Closed -$856K – 512
2024
Q3 		$856K Buy
5,527
+2,203
+66% +$316K 0.02% 345
2024
Q2 		$469K Buy
+3,324
New +$495K 0.01% 356

Other funds holding WSM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BC
Blackhill Capital Morristown, New Jersey $2.41B AUM 44.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

iA Global Asset Management's WSM Position: Q3 2025 in Review

iA Global Asset Management sold out of Williams-Sonoma (WSM) in Q3 2025, closing a stake of 9,151 shares — an estimated $1.5M sold.

iA Global Asset Management first reported a position in WSM in Q2 2024 and held it in 4 quarters. The position peaked at $1.5M in Q2 2025. 942 funds tracked by Wall St. Rank hold WSM as of Q3 2025.

  • iA Global Asset Management reported no remaining Williams-Sonoma position as of Q3 2025 after selling out during the quarter.
  • iA Global Asset Management sold 9,151 Williams-Sonoma shares in Q3 2025, an estimated $1.5M.
  • iA Global Asset Management first reported a position in Williams-Sonoma in Q2 2024 and held it in 4 quarters.
  • iA Global Asset Management's Williams-Sonoma position peaked at $1.5M in Q2 2025.
  • 942 funds tracked by Wall St. Rank held Williams-Sonoma as of Q3 2025.

Based on iA Global Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.